Tag Archives: Global Mobility

Use these 10 C’s when considering CHANGE in any organization!

Are you responsible for recruiting or mobility on your HR team? Do you feel like your on-boarding program continues to evolve when relocating talent or needs a refresh? If you say evolving, I say keep going! Unfortunately, the response I hear most often is… we really need a refresh. However, a refresh often requires an investment of time and energy during the assessment, then more time and energy “selling” to leadership. Sound familiar? This is why the majority of companies that need a refresh settle for the status quo.

This is similar to the time and energy it takes to recruit and develop talent in any organization as well… you just have to “C” (see) it from your (internal) customer lens. In other words, if you were relocating to a new city for a new role, are you doing everything you can to make it a great on-boarding experience for your team members or just using the “we’ve always done it that way” approach because you lack resources? Next time you sense a need to change or improve the experience for your teammates relocating, consider pulling in some of your stakeholders and use these 10 C’s below. Using a status quo approach could actually be costing you more “time and money” than you think.

  1. Be Committed to the development of the policy and partnership. This may take some time, but it is the heartbeat to any successful program.
  2. Be Consistent managing policy which may include “exceptions”. Tracking exceptions can be a game changer each year during the client review. Know whats driving these needs.
  3. Collaborate with all stakeholders this includes HR, Recruiters, Business Unit leaders, Vendors, Executives, etc… Be open to hearing other leadership perspectives.
  4. Continuously improve and evolve your program. Attend local relocation conferences as well as invest in WorldwideERC for an assortment of mobility resources.
  5. Have the Courage to BE BOLD and make adjustments during the process. Every relocation has different elements.
  6. Be an Champion of the program so other team members understand the on-boarding impact. Once you have established your program, meet with stakeholders to share success.
  7. Communication is key with all stakeholders even when you have bad news. Be proactive and push information rather than pulling.
  8. Change policy when needed. Sometimes there is no need to wait for an end of year review when a change is immediate.
  9. Challenge the status quo. Your employees and family relocating will appreciate this approach. Develop a passion for providing a great experience no matter the challenges.
  10. Have Compassion and empathy for family challenges along the way. All moves are not created equal. Family issues are one of the biggest reasons for a failing assignment.

…and most importantly, be Calm… Relocation can be stressful, especially when you are in reactive mode. However, it is minimized when you have a purposeful program. Everyone understands the process and is in alignment with expectations which leads to more positive outcomes for the team members and their family.

Call to Action: Schedule a client review and find out what other options are out there to elevate the experience for your team… or consider attending the next relocation meeting in your area. Visit WorldwideERC.org for mobility resources and for local chapter information. In Dallas, check out NorthTexasRelcoationProfessionals.org

Quote of the Week… “Be the change that you wish to see in the world.” (Mahatma Gandhi)

This has been A Relocation Minute on “10 C’s to CHANGE” with Bruce Waller, For more information, call 972-389-5673, or email bwaller@goarmstrong.com or check out our my social media Facebook and Twitter page.

Also, check out http://www.BruceWaller.com for review my latest leadership book “Find Your Lane” on sale at Amazon!

It’s time to “HIT REFRESH” on your relocation policy…

In his new book “Hit Refresh”, author and CEO of Microsoft Satya Nadella shares a story about transformation at Microsoft and the quest for new energy, new ideas, and renewal. When you hit refresh, it’s not about starting over, but “clearing the clutter” for a refreshed update. 

Since the elimination of the moving deduction in the recent “Tax Cuts and Jobs Act”, it’s time to refresh your relocation policy. One suggestion is to remove the moving deduction language being an “IRS requirement” since it is no longer a tax deduction. However, you may want to keep the “time and distance” content as a parameter as a guide for mobility benefits. Based on feedback from WorldwideERC members on the community forum, many plan to keep the time and distance content as a guide for their program as you can see from a few examples below:

  • We are still using the distance test as an eligibility requirement.
  • We are still using it as an eligibility for relocation benefits. The business needs some sort of guidance so easier to just maintain it irrelevant of tax ability.
  • Most of our clients are electing to leave the distance test in their policies, removing all reference to IRS guidelines and calling it a company requirement for eligibility of relocation benefits. They are also keeping in the 1 year from the new job start date for completion of benefits also as a company requirement.

It is getting more difficult to hire the best candidates and employee relocation will continue to be a significant part of the process to attract and retain key talent. What will your company be doing to elevate the onboarding experience for your relocating employees in 2018?

If you would like to access this information or more on the moving deduction feedback, visit WorldwideERC community https://www.worldwideerc.org

Call to Action: Review your relocation policy with your partners to confirm the verbiage that you would like to communicate with your candidates as well as other potential changes in 2018. It’s a great idea to review or HIT REFRESH on your policy each year…

Quote of the week: “A team is a not a group of people that work together. A team is a group of people that trust each other.” (Simon Sinek)

This has been A Relocation Minute on “Its time to hit refresh on your policy” with Bruce Waller,  For more information, call 972-389-5673, or email bwaller@goarmstrong.com or check out our my social media Facebook and Twitter page.

Also, check out http://www.BruceWaller.com for review my latest leadership book “Find Your Lane” on sale at Amazon!

3 Takeaways from WorldwideERC Global Workforce Symposium 2017!

The last week of September, I enjoyed the opportunity to spend 4 days in the city of Chicago attending WorldwideERC’s Global Workforce Symposium annual conference. The week started with partner meetings and the opening of the marketplace where exhibitors get to share their latest products and services. I always enjoy attending the marketplace because it is a great opportunity to not only learn about new services, but a chance to meet up with past friends and meet new ones too while having great conversation around the industry we enjoy called RELOCATION. 

Anytime I attend a conference, I always try to achieve 2 objectives. The first objective is to expand my network. This takes time and courage to step out and say hello to someone you don’t really know, but want to connect with because of the common thread of relocation. Your network will allow you to be more resourceful and give you another channel to verify and validate throughout the process of helping clients and business partners.

The second objective is to learn something new to apply for myself, or someone I know. This takes investing time to attend the educational sessions offered during the conference. I really enjoy the sessions that share trendsetters, and things to be watching for in the industry.

Today, I want to share 3 conference takeaways that you might be interested in learning about as well.

  1. Technology continues to enhance our industry. I enjoyed the sessions “Has Technology replaced service” which was quite fascinating hearing from a panel of experts. Some of the technologies discussed included email picture signatures, video surveys, 24/7 platforms, gaining efficiencies, generational differences, AI, Augmented Reality, and security. Another interesting note was the idea of hiring talent with technology experience and training the relocation skills.
  2. Duty of Care continues to be a hot topic especially during a time of natural disasters. This is the importance of Risk and Compliance obligation. What are we doing as corporations, and supply chain to engage in the process? Interesting note that 80% of ee think the company has a legal obligation, while 46% of companies actually have a policy. Some of the other notes in this area included the temp housing security such as air B&B. Be on the lookout for continued conversation around this topic.
  3. Lastly, BE BOLD! We all enjoyed hearing from an expert corporate panel facilitated by Peggy Smith, President and CEO of WorldwideERC. Peggy helped drive some real conversation around the topic of being bold… from corporate leaders to partners. Imagine the possibility of corporations including their partners for onboarding just like their new employee population. Imagine the possibility of driving business strategy in the mobility space. Maybe it’s time for us to “hit refresh” and be bold to start the next conversation.

Bonus was hearing from Mitch Joel. He shared some much about disruption, transformation, and innovation. But the takeaway for me was around marketing and the 3 components needed for success. These included Image, Mobile First, and the important of being social.

Call to action: Let me know if would like to learn more about the conference, consider registering for NTRP event on October 18 to hear Peggy Smith in Dallas. You can register at http://www.northtexasrelocationprofessionals.org or you can visit WorldwideERC at  http://www.worldwideerc.org for more information. It’s time to be bold and refresh our thinking in mobility!

This has been A Relocation Minute on “WorldwideERC Global Symposium” with Bruce Waller, For more information, call 972-389-5673, or email bwaller@goarmstrong.com or check out our my social media facebook and twitter page.

Also, check out http://www.BruceWaller.com for review my latest leadership book “Find Your Lane” on sale at Amazon! 

Are you pursuing mobility excellence? 3 takeaways for your HR and Talent Acquisition teams!

Are you in HR or support talent with mobility needs? The North Texas Relocation Professionals (NTRP), a local relocation chapter in North Texas for WorldwideERC recently hosted a corporate panel meeting for members and guests to share “Pursuing Mobility Excellence from a Corporate Perspective”. NTRP members represent different relocation verticals in real estate, temporary housing, household goods moving, and HR managing mobility for different companies. This is an excellent organization to expand your education and mobility network! 

Our corporate panel was represented by companies with both US domestic and global mobility responsibilities including Sabre, Tenet Healthcare, BNSF Railway, and Dell. Some of the areas discussed during the meeting were: Policy Development and Review, Request for Proposals, and What keeps Corporate Mobility Professionals up at night.

Here are a few takeaways that might be relevant to your program:

  1. Bring facts and data to help corporate mobility professionals when you see an area to add value.
  2. Be brief and follow agenda for RFP’s!
  3. Relationships and collaboration are critical for great partnerships.

Others takeaways included:

  • Review policy often for exceptions
  • Collaborate with all of your stakeholders
  • Engage in partners that are “thinkers” and that understand process
  • Focus more on “cost to outcome” driven policies
  • Be transparent when challenges occur
  • Be brief on the RFP – adding footnotes when needed for pricing
  • Immigration and travel ban continue to keep us up at night

For more information on NTRP visit http://www.northtexasrelocationprofessionals.org/ or find us in Facebook, LinkedIn, or Twitter!

For more information on WorldwideERC, visit http://www.worldwideerc.org/

Call to action: Visit NTRP and WorldwideERC and browse website for resources to help you expand your employee relocation program. You can find many resources from benchmarking to a forum for corporate discussion. Also, sign up for the WorldwideERC global conference in Chicago, or our next NTRP meeting in Dallas!

“When you limit the people around you, then you limit yourself.” (John McCaa)

This has been a “A Relocation Minute” on NTRP Corporate Panel “” with Bruce Waller, For more information, call 972-389-5673, or email bwaller@goarmstrong.com or check out our my social media facebook and twitter page.

Also, check out www.BruceWaller.com for review my latest leadership book “Find Your Lane” on sale at Amazon! 

What should you look for when moving your employees household goods abroad?

International relocation continues to be on the rise as companies expand in global markets. These expansions often include the need to relocate an executive(s) household goods for short-term and in some cases, long-term assignments. Companies with a large population typically have a great program in place to support each assignment from executive to developmental employee relocation. However, there are also companies opening in new markets or those that relocate fewer assignments that are often overwhelmed and need support to help employees with transition – especially with the household goods move!. 

So, what are some keys to look for in a household goods relocation partner?

  1. Affiliations: Ask your moving partner about their network of highly qualified market leading companies who have been vetted for financial, security and legal compliance. Partners with FIDI, FAIM certified and in compliance with OMNI standards can have added value.
  2. Technology: On-demand reporting will elevate the experience for all associates involved in the process. Reporting can include shipping information, quality metrics and transit details along with shipping documents to help create peace of mind when managing the process.
  3. Cost Competitiveness: Moving providers can sometimes be more competitive in traffic lanes with a network that allows “choice” among qualified partners and procures ocean freight as part of consolidated purchasing power to help leverage costs of a TEU.
  4. Move Coordination: An experienced international coordination team will provide single point contact for counselling and door-to-door transportation. They will also manage booking of the ocean/air freight, management of overseas partners, customs clearance, and quality assurance.
  5. C-TPAT certified: This credential can reduce the number of port inspections which result in savings to the client in the form of fewer inspection fees and fewer shipments delays.

Call to action: Reach out to your relocation partner to discuss some of these talking points for your next international move. As you may know, the household goods move is based on volume and country and can be a very expensive assignment. If you don’t have a partner, let us be a resource for you!

“Your most important work is always ahead of you.” (Tim Tebow)

This has been “A Relocation Minute” on “International Moving Tips” with Bruce Waller, for more information on relocation resources call 972-389-5673, or email bwaller@goarmstrong.com.
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This concept will MAKE A DIFFERENCE for your employees with small moves

Relocating employees and families come in all shapes and sizes. Some employees and families have a large amount of household goods items to move that can take up the entire moving truck, while other employees are just beginning their career and have very few household items to transport to a new city. While each employee’s move may be important, they may have very different needs. One size does not fit all in a household goods relocation and it’s important to have a partner that can give your team options when needed. Let me illustrate…

I recently received a call from a customer that was looking to move from a one bedroom apartment in Texas to Colorado. Her biggest concern was Timing. She couldn’t have a long delivery window due to time restrictions with her job at destination which can be typical for a van line when moving a small shipment with a long distance. I advised there is now a way to actually schedule a preferred one day delivery for her small shipment to meet her needs through a small move container concept as long as she fit the requirements. Needless to say, she was excited to hear about this concept which eased the stress of the move for her. 

Here are 3 things you need to know about a container move for your employees this summer:

  1. Container moves include a one day preferred delivery versus the van line time of 1-3 weeks. You can set up delivery when you reserve the loading date.
  2. Container moves include up to 3 weeks of storage for no additional cost to give you time to travel and take possession on new apartment or home at destination.
  3. There are a few restrictions on the “container moves” which includes VOLUME (less than a 2 bedroom apartment / 5000 lbs.) and SIZE (items can’t be over 87″ in length.

Helping someone with different needs reminds me of the story about a young boy on the beach picking up starfishes and throwing them back in the water after being washed up to shore. A man walked up and mentioned there are miles of beaches and he couldn’t possibly help all of them. The boy then picked up another starfish and threw it in the water and said, I made a difference for that one!

Call to action: Reach out to your relocation partner this week to discuss container move concepts for your employees with small moving needs. Let me know if you need a resource and make a difference for your team needing small move support this summer.

This has been “A Relocation Minute” on “Small Container Move” with Bruce Waller, for more information on relocation resources call 972-389-5673, or email bwaller@goarmstrong.com.
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Don’t Let It Bug You – How this one strategy can change the game in HR and Talent Management!

In the late 1800s, the boll weevil arrived in the US from Mexico. As it ate its way across the south, it arrived in Alabama around 1910, decimating cotton crops in its wake. Taking the advice of Tuskegee Institute’s George Washington Carver, some farmers began to diversify their planting to include peanuts and other crops. By following his advice, farmers around Enterprise, AL, rebounded from economic disaster and reaped the largest peanut harvest in the nation! Their fortunes changed in a single planting season, thanks to a bug.

In 1919, in the middle of Main Street, the town erected a monument of a Greek female figure standing atop a pedestal, surrounded by a fountain, holding a giant boll weevil over her head. The inscription reads: “In profound appreciation of the Boll Weevil and what it has done as the Herald of Prosperity.”

If a boll weevil can solve a financial disaster in Enterprise, AL, imagine this perspective for a problem you might be facing today!

– story by David R. Nelson, CCO, Armstrong Relocation and Companies

This story reminds me of the opportunities we have each day in HR and talent management as we continue to support  and elevate the onboarding experience when an employee relocation is involved. Things continue to change and evolve and we must adapt along the way.

What’s the one thing that can change the game? Diversification!

Recruiting and Relocation is not a “one size fits all” and DIVERSIFICATION can change the game for your company when selecting and retaining the best talent.


Investing the time to visit with your relocation partner to explore options for business goal alignment is essential. Today, there are more options than ever for employee mobility which include container programs for small shipments to eliminate long delivery spreads, and self-managed programs for lump sum programs.

Millennial employee needs are often different than Gen X. Executives often need a more complex service than a new hire. Tiered policies continue to lead the way due to the different levels of relocation. All relocation’s are not created equal, but they can all enjoy a great experience if aligned with their personal need.

Call to Action: Do you have a diversified relocation program? Schedule a meeting with your relocation partner this month to confirm options to support your employees and alignment with your business goals. If you don’t have a partner, I am happy to share resources with your team for best candidate/employee experience.

Thought for the Day
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty” (Winston Churchill, owner of 3 pet boll weevils).

This has been “A Relocation Minute ” on “Don’t let it bug you” with Bruce Waller, for more information on relocation resources, call 972-389-5673, or email bwaller@goarmstrong.com. Follow me on Twitter too!